Christopher R. Jones,
CFP®,
APMA® , BFA™
Founder & Managing Principal
For more than a decade, Chris has helped his clients through the investment management and financial planning process.
Chris graduated with a business administration degree from Lindenwood University and completed the Certified Financial Planner program through Northwestern University in 2014.
Chris Jones was named by Forbes as Forbes Next Gen Best-In-State Wealth Advisors in 2019.
Chris holds the following designations:
Certified Financial Planner™ CFP®
Accredited Portfolio Management Advisor™ APMA®
Behavioral Financial Advisor® BFA™
Chris is also actively involved in the non- profit community, at both the board level and as a volunteer.
Designations and Professional Organizations
Certified Financial Planner™
CFP® certification is recognized as the highest standard in personal financial planning. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification. With a CFP® professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan.
Accredited Portfolio Management Advisor™
Individuals who hold the APMA® designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Advisors have hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including sell, hold, and buy decisions within a client’s portfolio.
Behavioral Financial Advisor®
Behavioral Financial Advisors focus on the core concepts of behavioral financial advice and apply these concepts to your life. I will help you develop and improve the moral and emotional competencies necessary to help you make better decisions in your life and throughout the financial planning process.